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Marshall Investment Management’s Simplify MBS ETF MTBA Stock Holding History

Marshall Investment Management’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-94
Closed -$4.67K – 519
2026
Q1 		$4.67K Buy
+94
New +$4.73K ﹤0.01% 223

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EWM
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
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CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Marshall Investment Management's MTBA Position: Q2 2026 in Review

Marshall Investment Management sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 94 shares — an estimated $4.67K sold.

Marshall Investment Management first reported a position in MTBA in Q1 2026 and held it in 1 quarter. The position peaked at $4.67K in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Marshall Investment Management reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 94 Simplify MBS ETF shares in Q2 2026, an estimated $4.67K.
  • Marshall Investment Management first reported a position in Simplify MBS ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's Simplify MBS ETF position peaked at $4.67K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.